These are the most interesting updates from the latest release of SmartAdvocate.
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AI Email/Note/Text Rewrite (Possible Cost)
Internal Messaging
New Builtbuilt-in Internal Messaging internal messaging has a layout functionality similar to Emailemail, but it is internal to SmartAdvocate. The notifications are instant, and can be Case Related or non Case Related, with an option to receive notifications via the same mechanism.
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about new messages appear instantly in the top right corner. Internal messages can be case related or non case related.
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Internal Notifications
Document Versioning
If you want to use Document Versioning it needs to be enabled in System Parameters.
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Now Word templates can be edited directly in your browser. Simply click Edit Template button on the Admin → Document Templates page and fully functional Template Editor opens.
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Accounting Beta
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Our Accounting feature was built from scratch, and is
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Fully Integrated
fully integrated into your SmartAdvocate system. Information can be entered in
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a case or in
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the accounting module
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itself. Invoices can be linked to
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vendors, as long as they have been entered into SmartAdvocate and Settlement checks can be linked to
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settlements.
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Teams for Case Assignments, Tasks, Appointments, etc.
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Defined similar to users
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Teams can now be defined, and entered anywhere that Users are typically used, ie: Case Assignment, Task Assignment, Appointments, etc.
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Also, Teams do not affect your firm’s licenses.
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Video Preview
Videos can now be previewed on Documents screen as well as on Photo/Video screen (used to be Photo screen).
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Updated form sharing is now more “phonephone-friendly. ” It adapts to your screen size and has both Defendant and Plaintiff selections.
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New picklist was added to support gender and pronouns configuration. Appropriate pronouns will be merged into documents when using corresponding merge codes.
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Custom Fields On Standard Forms
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Expansion of Hidden Form Fields
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Currently Added To 10 Dialogs
One Text Field
Many of the SmartAdvocate standard forms now can include custom fields. The following screens now have the custom field option:
Disbursements (Costs)
Hearing
Insurance
Lien Tracking
Medical Providers
Negotiation
Settlement
Settlement Tasks
Time Tracking
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Partner Law Firm Portal Expansion
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